Michael Wood has been an investment adviser representative at Munn Wealth Management since July 2019, and is not listed among the firm’s executive officers or direct owners.
Munn Wealth Management, LLC is a Maumee, OH firm with $242M under management, 745 clients and 5 advisers in one office, as of its May 2026 filing.
Michael Wood is Client Advisor of Munn Wealth Management. He started in the financial industry in 1992, first in operations, and later became partner at his family's firm, creating financial plans and reviewing taxes and estate plans. When his mother retired in 2019 he merged his business with Munn Wealth.
Michael Wood’s longest registration is the current one, 7 years at Munn Wealth Management since 2019. Before joining Munn Wealth Management in 2019, Michael Wood was registered through Camelot Advisors, LLC and Next Financial Group, Inc.
- Munn Wealth Management, LLCCurrent– present · 7 yearsMaumee, OH · Adviser representative · Firm CRD 174414
- Camelot Advisors, LLC– · 1 yearTraverse City, MI · Adviser representative · Firm CRD 169956
- Next Financial Group, Inc.– · 7 yearsTraverse City, MI · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Michael Wood is registered as an investment adviser representative in Ohio, since July 2019.
- OhioSince 10 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 September 2008 |
| Series 7 | General Securities Representative Examination | 4 September 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Nolan Wood
- CRD
- 3161139
- Firm
- Munn Wealth Management · CRD 174414
- Office
- 1700 WOODLANDS DRIVE, SUITE 100, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- September 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- munnwealth.com
Where does Michael Wood work?
Michael Wood is an investment adviser representative registered through Munn Wealth Management, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Michael Wood a financial advisor?
Yes. Michael Wood has a current investment-adviser registration in Ohio, through Munn Wealth Management since July 2019.
How many years of experience does Michael Wood have?
Michael Wood has 25 years in the financial industry, since September 2001, across 3 adviser firms.
What exams has Michael Wood passed?
Michael Wood has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2001. FINRA credited Michael Wood with the SIE, which began in October 2018.
Where did Michael Wood work before Munn Wealth Management?
Before Munn Wealth Management, Michael Wood was registered through Camelot Advisors, LLC, September 2017 to July 2019; Next Financial Group, Inc., July 2010 to September 2017.
Where is Michael Wood based?
Michael Wood’s registered office is in Maumee, OH.
Is Michael Wood registered with FINRA?
No. Michael Wood has no current broker registration.
How can I verify Michael Wood’s record?
Search CRD 3161139 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wood’s full registration record.
